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iShares MSCI Switzerland ETF

138 hedge funds and large institutions have $712M invested in iShares MSCI Switzerland ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.79% less ownership

Funds ownership: 57.95%57.16% (-0.79%)

10% less funds holding

Funds holding: 153138 (-15)

10% less capital invested

Capital invested by funds: $790M → $712M (-$78.1M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
138
Holders Change
-15
Holders Change %
-9.8%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
38
Reduced
49
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NVCHI
26
New Vernon Capital Holdings II
New Jersey
$6.21M -$3.17M -76,714 -32%
H6H
27
Hightower 6M Holding
Kansas
$5.7M +$231K +5,582 +4%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$4.76M -$1.62M -39,180 -24%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.83M -$114K -2,762 -3%
KIM
30
Karpus Investment Management
New York
$3.49M +$3.86M +93,310 New
IC
31
Innealta Capital
Texas
$2.77M -$763K -18,455 -20%
PPWP
32
Proquility Private Wealth Partners
Nevada
$2.34M +$111K +2,676 +4%
Prudential Financial
33
Prudential Financial
New Jersey
$2.3M +$136K +3,286 +6%
Barclays
34
Barclays
United Kingdom
$1.97M -$1.66M -40,136 -43%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.66M -$555K -13,420 -23%
LPL Financial
36
LPL Financial
California
$1.63M -$883K -21,366 -33%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.6M +$54.3K +1,313 +3%
ZIM
38
Zacks Investment Management
Illinois
$1.51M -$1.57M -38,046 -49%
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
$1.45M
M&T Bank
40
M&T Bank
New York
$1.44M -$57.9K -1,400 -4%
Creative Planning
41
Creative Planning
Kansas
$1.33M +$56.6K +1,369 +4%
Citigroup
42
Citigroup
New York
$1.31M -$69.1K -1,672 -5%
BA
43
Bridgewater Advisors
New York
$1.19M
ANTB
44
AMG National Trust Bank
Colorado
$1.19M -$20.2K -488 -2%
AI
45
Atria Investments
North Carolina
$1.17M +$88.3K +2,136 +7%
Ameriprise
46
Ameriprise
Minnesota
$1.09M -$39.9K -964 -3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.08M -$50.8K -1,229 -4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.07M +$145K +3,501 +14%
DGAM
49
Desjardins Global Asset Management
Quebec, Canada
$1.04M +$496K +11,988 +76%
RJA
50
Raymond James & Associates
Florida
$916K +$681K +16,463 +206%

EWL Hedge Fund Activity: Q3 2022 in Review

138 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q3 2022, worth a combined $712M — down 9.9% from $790M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EWL and 18 opened new positions — a net loss of 15 holders — while 49 trimmed existing stakes and 38 added.

The largest buyer was Vontobel Holding, adding an estimated $13.1M. The largest seller was UBS Group, cutting an estimated $16M.

  • 138 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q3 2022, down from 153 in Q2 2022.
  • Funds reported $712M of iShares MSCI Switzerland ETF stock for Q3 2022, down 9.9% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Switzerland ETF positions in Q3 2022 and 33 closed out, a net change of -15 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q3 2022 was Vontobel Holding, an estimated $13.1M added.
  • The largest iShares MSCI Switzerland ETF seller in Q3 2022 was UBS Group, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.